Jonathan Carroll

Licensed Insurance Professional

Jonathan served as an accountant on both individual and business accounts over the course of twelve years before being invited to join Legacy. His steady demeanor and thorough approach has made him a foundational asset to his clients. Uniquely awarded Most Valuable Mentor at Legacy in 2015, Jonathan was asked to manage a team and was later recognized as the most talented team lead of 2016.

Jonathan was raised in Beaverton, Oregon, and received his BA in Accounting from Portland State University after a two-year mission in Argentina for his church. He moved his marvelous wife, Krista, and five children to Boise, Idaho in 2011 where they are very active in their church, and he enjoys coaching youth soccer.

Jonathan Carroll

Licensed Insurance Professional

Jonathan served as an accountant on both individual and business accounts over the course of twelve years before being invited to join Legacy. His steady demeanor and thorough approach has made him a foundational asset to his clients. Uniquely awarded Most Valuable Mentor at Legacy in 2015, Jonathan was asked to manage a team and was later recognized as the most talented team lead of 2016.

Jonathan was raised in Beaverton, Oregon, and received his BA in Accounting from Portland State University after a two-year mission in Argentina for his church. He moved his marvelous wife, Krista, and five children to Boise, Idaho in 2011 where they are very active in their church, and he enjoys coaching youth soccer.

Jonathan Carroll

Licensed Insurance Professional

Jonathan served as an accountant on both individual and business accounts over the course of twelve years before being invited to join Legacy. His steady demeanor and thorough approach has made him a foundational asset to his clients. Uniquely awarded Most Valuable Mentor at Legacy in 2015, Jonathan was asked to manage a team and was later recognized as the most talented team lead of 2016.

Jonathan was raised in Beaverton, Oregon, and received his BA in Accounting from Portland State University after a two-year mission in Argentina for his church. He moved his marvelous wife, Krista, and five children to Boise, Idaho in 2011 where they are very active in their church, and he enjoys coaching youth soccer.

About Legacy Insurance and Financial Services

Your trusted local guide to retirement planning. No call centers, no brand reps—just me, your dedicated agent, here to help you connect the dots and claim what’s yours. Backed by a Master Brokerage with access to hundreds of top-rated companies, I tailor strategies that optimize your retirement savings, Social Security, Medicare, and more. Whether it’s life insurance, long-term care, veteran benefits, or debt elimination, I’m here to protect what matters most. I listen, personalize, and stay by your side—today and into your future. Let’s begin.

From Medicare to individual & family health insurance, personalize your plan.

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

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Specific to Medicare Plans, We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We do offer coverage in most states, representing over 130 organizations which offer over 300 different plans throughout the United States. Contact one of our agents to learn more about what companies and plans we represent in your area.